Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Income I Mutual funds in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAPO COMMUNITY CREDIT UNION HAPO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | RICHLAND WA | 392 | $56.2M | $562K |
| 2 | ELECTROSONIC INC ELECTROSONIC INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 167 | $16.2M | $462K |
| 3 | UNITED STATES ANTI-DOPING AGENCY |
COLORADO SPRINGS CO |
| 120 |
| $12.2M |
| $77K |
